Senior Banking & Relationship Advisor

Bank of America; Florida; Presencial; USD 42.000 - 66.000; Jornada completa

Descripción de la vacante

Bank of America in the United States (Florida) is seeking a client-focused associate to serve as the first point of contact for financial center clients, uncovering personal banking needs and guiding them to the right solutions. You will help clients with self-service transactions, deepen relationships, and connect them to specialists to enhance financial wellbeing.

Excellent communication in English and Spanish is required, with weekend availability and notary commission within a few months of

Formación

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
• Strong written and verbal communications skills
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a fewmonths of start date in role
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance
• English and Spanish Language Required

Responsabilidades

• Partners with teams to provide financial center clients with both consumer and small business solutions and services
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages resources to optimize client experience and deliver operational excellence
• Adheres to processes, laws, and guidelines in day-to-day activities (opening accounts, maintenance, Digital Assisted Shopping)
• Manages client interactions by choosing best course of action and abiding by regulatory requirements

Conocimientos

Sales experience

Customer focus

Relationship building

Communication

Time management

Notary commission

Spanish language

Problem solving

Educación

High School Diploma / GED / Secondary School or equivalent

Associate’s or Bachelor’s degree in business, finance or related field

Descripción del empleo

Bank of America in the United States (Florida) is seeking a client-focused associate to serve as the first point of contact for financial center clients, uncovering personal banking needs and guiding them to the right solutions. You will help clients with self-service transactions, deepen relationships, and connect them to specialists to enhance financial wellbeing.

Excellent communication in English and Spanish is required, with weekend availability and notary commission within a few months of